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COOKSON PEIRCE & CO INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
COOKSON PEIRCE & CO INC
报告期 2026-03-31 · CIK 0001141455
持仓数
303
前50大市值合计
$1.87B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 37
增持 31
减持 50
清仓 32
方向
标的
Δ市值
现股数(环比)
清仓
ON
ON SEMICONDUCTOR CORP
-$49.7M
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$32.9M
223,509
建仓
NOW
SERVICENOW INC
+$28.2M
39,957
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
PSX
PHILLIPS 66
+$27.1M
211,478
+2324%
减持
SNY
SANOFI SPONSORED ADR
-$26.0M
15,235
-97%
增持
COST
COSTCO WHSL CORP
+$26.0M
41,186
+1786%
建仓
LULU
LULULEMON ATHLETICA INC
+$25.9M
50,686
清仓
EQT
EQT CORP
-$23.3M
0
-100%
清仓
TCOM
TRIP COM GROUP LTD ADS
-$22.5M
0
-100%
清仓
BWA
BORG WARNER INC
-$22.4M
0
-100%
减持
LW
LAMB WESTON HLDGS INC
-$22.0M
102,654
-71%
清仓
HUBS
HUBSPOT INC
-$22.0M
0
-100%
清仓
TXRH
TEXAS ROADHOUSE INC
-$21.6M
0
-100%
建仓
EVR
EVERCORE INC
+$20.2M
117,912
建仓
USFD
US FOODS HLDG CORP
+$18.6M
408,617
减持
KLAC
KLA-TENCOR CORP
+$15.4M
135,595
-2%
减持
BLDR
BUILDERS FIRSTSOURCE INC
+$15.4M
394,546
-3%
清仓
ADI
ANALOG DEVICES INC
-$15.0M
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$13.7M
911,715
+637%
清仓
MDLZ
MONDELEZ INTL INC
-$13.5M
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$13.2M
26,906
+1343%
减持
DRI
DARDEN RESTAURANTS INC
-$13.0M
1,231
-99%
减持
LSCC
LATTICE SEMICONDUCTOR CORP
-$12.0M
21,106
-87%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$11.7M
53,016
+391%
清仓
KBR
KBR INC
-$11.5M
0
-100%
清仓
KR
KROGER CO
-$11.2M
0
-100%
减持
MSFT
MICROSOFT CORP
+$10.4M
194,232
-2%
建仓
NTNX
NUTANIX INC CL A
+$10.0M
209,231
清仓
APD
AIR PRODS AND CHEMS INC
-$9.9M
0
-100%
建仓
KKR
KKR N CO INC
+$9.6M
116,312
建仓
ITT
ITT INC
+$9.1M
76,360
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$9.1M
76,705
减持
PWR
QUANTA SVCS INC
+$9.1M
413,463
-4%
建仓
FDS
FACTSET RESH SYS INC
+$8.8M
18,515
清仓
—
INVESCO EXCH TRD SLF IDX FD BU
-$8.7M
0
-100%
减持
CSCO
CISCO SYS INC
-$8.7M
18,543
-90%
建仓
BSCX
INVESCO EXCHNG TRAD SLF INDE I
+$8.5M
399,236
清仓
FSLR
FIRST SOLAR INC
-$8.5M
0
-100%
增持
INTU
INTUIT
+$8.1M
45,116
+15%
减持
DECK
DECKERS OUTDOOR CORP
+$8.1M
53,932
-1%
建仓
TW
TRADEWEB MKTS INC CL A
+$8.0M
87,986
清仓
STM
STMICROELECTRONICS N V
-$8.0M
0
-100%
建仓
TNET
TRINET GROUP INC
+$7.8M
65,389
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$7.5M
144,008
-2%
增持
MLM
MARTIN MARIETTA MATLS INC
+$7.0M
53,374
+12%
增持
UBER
UBER TECHNOLOGIES INC COM
+$6.9M
343,978
+11%
减持
APH
AMPHENOL CORP NEW
+$6.4M
478,939
-2%
减持
—
STELLANTIS N.V SHS
+$6.2M
1,534,288
-1%
减持
TDG
TRANSDIGM GROUP INC
+$4.8M
30,976
-2%
减持
TOL
TOLL BROTHERS INC
+$4.8M
180,584
-3%
减持
COR
CENCORA INC COM
+$4.7M
206,497
-1%
增持
ADBE
ADOBE SYS INC
+$4.6M
22,792
+29%
减持
IRM
IRON MTN INC NEW
+$3.8M
398,837
-2%
增持
BKNG
BOOKING HLDGS INC COM
+$3.6M
5,408
+7%
减持
—
FLEX LTD ORD
+$3.5M
1,134,565
-2%
清仓
TDC
TERADATA CORP DEL
-$3.4M
0
-100%
增持
TXT
TEXTRON INC
+$3.4M
266,532
+16%
增持
V
VISA INC
+$3.4M
86,656
+4%
增持
MA
MASTERCARD INCORPORATED CL A
+$3.1M
29,575
+23%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$3.0M
188,956
-3%
减持
AXON
AXON ENTERPRISE INC
+$2.6M
49,823
-4%
增持
CME
CME GROUP INC
+$2.4M
97,388
+8%
减持
—
SKECHERS U S A INC
+$2.3M
211,826
-5%
建仓
VRT
VERTIV HOLDINGS CO COM CL A
+$2.3M
48,053
增持
MDB
MONGODB INC
+$2.2M
6,315
+470%
减持
HWM
HOWMET AEROSPACE INC COM
+$2.2M
383,931
-5%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$2.1M
13,234
清仓
SNOW
SNOWFLAKE INC CL A
-$2.0M
0
-100%
减持
—
ARCH CAP GROUP LTD
-$2.0M
233,054
-4%
减持
EXP
EAGLE MATERIALS INC
+$1.9M
60,204
-3%
增持
BSX
BOSTON SCIENTIFIC CORP
+$1.8M
252,463
+4%
减持
MRK
MERCK N CO INC NEW
+$1.7M
471,703
-2%
清仓
BLMN
BLOOMIN BRANDS INC
-$1.7M
0
-100%
清仓
MTRN
MATERION CORP
-$1.5M
0
-100%
减持
CTRA
COTERRA ENERGY INC COM
-$1.4M
24,987
-68%
清仓
ENPH
ENPHASE ENERGY INC
-$1.4M
0
-100%
清仓
KBH
KB HOME
-$1.4M
0
-100%
减持
NFLX
NETFLIX COM INC
-$1.3M
1,652
-71%
减持
PFGC
PERFORMANCE FOOD GROUP CO
+$1.3M
161,863
-4%
减持
ING
ING GROUP N V
+$1.3M
993,576
-4%
清仓
—
PENTAIR PLC
-$1.2M
0
-100%
增持
WDAY
WORKDAY INC
+$1.2M
10,194
+36%
清仓
ROCK
GIBRALTAR INDS INC
-$929.0K
0
-100%
建仓
WWD
WOODWARD GOVERNOR CO
+$924.0K
6,786
增持
PSTG
PURE STORAGE INC
+$911.0K
583,802
+4%
减持
MSI
MOTOROLA INC
+$883.0K
24,649
-2%
增持
—
TECHNIPFMC LTD COM
+$866.0K
56,616
+320%
减持
AUR
AURORA INNOVATION INC
+$813.0K
550,000
-19%
减持
APO
Apollo Global Management Inc C
+$787.0K
362,919
-1%
清仓
—
AMICUS THERAPEUTICS INC
-$767.0K
0
-100%
增持
GE
GENERAL ELECTRIC CO COM NEW
+$714.0K
21,492
+17%
减持
JBL
JABIL INC
-$686.0K
164,140
-4%
清仓
—
EXXON MOBIL CORP
-$625.0K
0
-100%
建仓
GEN
GEN DIGITAL INC COM
+$575.0K
25,195
增持
—
CHUBB LIMITED COM
+$571.0K
5,464
+71%
减持
BSCW
INVESCO EXCHNG TRAD SLF INDE B
+$563.0K
424,799
-1%
建仓
VOYA
VOYA FINL INC
+$559.0K
7,657
建仓
C
CITIGROUP INC
+$553.0K
10,743
减持
BSCV
INVESCO EXCH TRD SLF IDX FD BU
+$543.0K
536,188
-1%
建仓
GD
GENERAL DYNAMICS CORP
+$536.0K
2,063
清仓
CDW
CDW CORP COM
-$535.0K
0
-100%
减持
DAL
DELTA AIR LINES INC DEL
-$504.0K
41,475
-29%
减持
—
UNILEVER PLC SPON ADR
-$478.0K
9,184
-51%
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$475.0K
0
-100%
建仓
—
AXIS CAPITAL HOLDINGS
+$459.0K
8,288
减持
BSCU
INVESCO EXCH TRD SLF IDX FD IN
+$458.0K
526,263
-1%
清仓
BX
BLACKSTONE INC COM
-$450.0K
0
-100%
增持
MGM
MGM MIRAGE
+$450.0K
50,504
+3%
清仓
IYK
ISHARES TR DJ CON NON CYCL
-$437.0K
0
-100%
建仓
AMT
AMERICAN TOWER REIT COM
+$418.0K
1,936
增持
MOAT
VANECK VECTORS ETF TR MORNINGS
+$407.0K
39,607
+2%
减持
NVDA
NVIDIA CORP
+$405.0K
10,972
-5%
减持
ISRG
INTUITIVE SURGICAL INC
-$398.0K
3,750
-34%
建仓
—
CRISPR THERAPEUTICS AG
+$389.0K
6,215
建仓
RYAAY
RYANAIR HLDGS PLC SPONSORED AD
+$387.0K
2,902
清仓
TPR
TAPESTRY INC COM
-$386.0K
0
-100%
增持
CBOE
CBOE GLOBAL MARKETS INC
+$369.0K
12,644
+5%
减持
BSCT
INVESCO EXCH TRD SLF IDX FD BU
+$363.0K
471,422
-1%
增持
META
META PLATFORMS INC CL A
+$344.0K
4,493
+8%
增持
SPHD
INVESCO EXCHNG TRADED FD TR II
+$339.0K
69,609
+4%
清仓
WCC
WESCO INTL INC
-$330.0K
0
-100%
清仓
FCX
FREEPORT-MCMORAN COPPER AND GO
-$325.0K
0
-100%
建仓
BND
VANGUARD BD INDEX FD INC TOTAL
+$314.0K
4,271
增持
PH
PARKER HANNIFIN CORP
+$303.0K
3,337
+5%
减持
AVGO
BROADCOM INC COM
+$297.0K
1,124
-3%
减持
HSBC
HSBC HLDGS PLC
+$288.0K
609,466
-2%
清仓
MPLX
MPLX LP
-$285.0K
0
-100%
建仓
DKNG
DRAFTKINGS INC NEW COM CL A
+$279.0K
7,928
减持
BSCS
INVESCO EXCH TRD SLF IDX FD IN
+$277.0K
428,070
-1%
减持
IONQ
IONQ INC
-$276.0K
94,892
-3%
减持
FWONK
LIBERTY MEDIA CORP DEL COM LBT
-$275.0K
18,636
-20%
减持
—
ARISTA NETWORKS INC
-$273.0K
1,378
-58%
建仓
—
BUNGE GLOBAL SA COM SHS
+$262.0K
2,599
建仓
CAH
CARDINAL HEALTH INC
+$246.0K
2,437
减持
FLNC
Fluence Energy Inc.
-$245.0K
50,578
-20%
建仓
QS
QUANTUMSCAPE CORP
+$243.0K
35,000
建仓
FLS
FLOWSERVE CORP
+$241.0K
5,853
增持
RRC
RANGE RES CORP
-$240.0K
330,739
+4%
增持
VTV
VANGUARD INDEX TR VALUE VIPERS
+$238.0K
15,560
+3%
减持
DKS
DICKS SPORTING GOODS INC
+$237.0K
7,376
-5%
建仓
CNM
CORE N MAIN INC
+$234.0K
5,785
建仓
CUBI
CUSTOMERS BANCORP INC
+$234.0K
4,068
建仓
EZU
ISHARES INC MSCI EMU INDEX
+$231.0K
4,859
建仓
ALSN
ALLISON TRANSMISSION HLDGS I
+$229.0K
3,931
建仓
OLED
UNIVERSAL DISPLAY CORP
+$228.0K
1,193
建仓
CXT
CRANE HLDGS CO COM
+$226.0K
3,968
建仓
PSCI
INVESCO EXCHNG TRADED FD TR SN
+$225.0K
1,942
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$223.0K
9,060
+9%
减持
URI
UNITED RENTALS INC
+$216.0K
1,825
-2%
增持
AAPL
APPLE INC COM
+$215.0K
8,490
+2%
